Conway Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conway Partners provides wealth management, financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm serves both individual and high-net-worth clients (a common focus among peers) while also engaging with institutional plan sponsors and insurance company clients.
The firm’s investment approach emphasizes diversified, asset-allocation portfolios built largely with low-cost ETFs and, when appropriate, third‑party independent managers, following Modern Portfolio Theory principles and ongoing monitoring of manager alignment with client objectives. Conway Partners also offers retirement plan consulting and tailored financial planning services (including tax, estate, cash flow, and stock-compensation planning) and provides advice on held-away products such as variable life insurance, annuities, and employer-sponsored accounts.
Distinctive features include the firm’s work with insurance company clients — a relatively uncommon client type for firms in this category — and its explicit handling of held-away insurance and annuity contracts. The firm is fee-only, accepts authority to debit client accounts (resulting in custody), uses standing letters of authorization for certain disbursements, conducts proxy voting under formal procedures, and performs ongoing due diligence of independent managers.
Client services
Expertise
Occupation focus
Fee options
Certain Retirement Plan Consulting engagements may have negotiated fixed fees instead of AUM fees
0.30% - 1.45% annually (varies based on size, composition, services, and provider)
Fee-only: Fee-only firm; compensation solely from clients, no commissions or sales-related compensation
Main office
See officeIncline Village NV
Advisors at this office
1
Offices (2)
Most active in
California · Hawaii · Nevada · New York · Oregon · Texas
Also doing business as
Conway Partners · Conway Partners Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey C
Series 65
Incline Village, NV
Conway Partners
Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 designation and three years of industry experience. Prior to joining Conway Partners, he worked in operations management at Stryker Corporation and held roles at Gauss Surgical. He is based in Incline Village, NV. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and insurance companies. The firm employs diversified, asset-allocation portfolios using low-cost ETFs and third-party managers, and offers specialized services such as retirement plan consulting and held-away product advice.
John C
Sunnyvale, CA
Conway Partners
John Conway is a financial advisor at Conway Partners with two years of industry experience. Prior to his work in financial advising, he has been operating John Conway Law since 1992. Outside of finance, he is also a restaurant owner. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a variety of clients, including individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm’s investment approach centers on diversified, asset-allocation portfolios using low-cost ETFs and third-party independent managers, with additional services covering retirement plan consulting and specialized financial planning.
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